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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,060 | $106,267+22.4% | $96,520+34.7% | $139,456-6.7% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 22.36% | 38.45%-16.1pp | 35.72%-13.4pp | 373.45%-351.1pp |
| Employer contribution / active EE | $1,563 | $4,105-61.9% | $3,739-58.2% | $4,753-67.1% |
| Participant deferral / active EE | $1,002 | $5,454-81.6% | $4,879-79.5% | $6,711-85.1% |
| Admin fee / account holder | $9 | $7,882-99.9% | $6,733-99.9% | $11,407-99.9% |